Connect With Me

Financial Planning Solutions For Consumers

×

Please contact your Firm's Group Admin


IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Want help in implementing some of the ideas I’ve written about on this blog?

In search of a financial planning professional who can work with you get your financial house in order and provide ongoing guidance?

Looking for an advisor who can help you manage your portfolio to achieve the retirement and other goals you’ve been accumulating for all these years?

Below are several companies I’ve been a part of building and launching, that can offer you assistance.

Financial Planning & Wealth Management

Buckingham Strategic Wealth

A deep commitment to helping you fulfill your financial dreams through evidence-based planning.

Visit Buckingham Strategic Wealth

XY Planning Network

Financial Planning Advice For Gen X and Gen Y For An Affordable Monthly Fee From A CFP Professional

Visit XY Planning Network

Log in to Kitces.com to complete the purchase of your Summit

Forgot my password 

Log in to Kitces.com to complete the purchase of your Course

Forgot my password 

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Forgot my password 



Don't have an account?

Set up a free Reader Account to save articles and purchase courses.

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Forgot my password 



Don't have an account?

Set up a free Reader Account to save articles and purchase courses.